Create virtual folders

  1. Open the case map for which to create a virtual folder.
  2. On the Extended Properties page, click the Advanced tab.
  3. In the Virtual Folders group, click Yes for Use Virtual Folder.

    The Root folder is created, under which you can create folders and subfolders.

  4. To create a folder under the root folder, click Add Add Folder for Virtual Folders.
  5. Select the folder and enter a Name for the folder.
    You cannot do the following:
    • Rename or delete the Root folder.

    • Create two folders with the same name at the same level.

    • Name a child folder "Root".

  6. Define index fields for a virtual folder. See Add index fields to a virtual folder.
  7. Click Save.